Alpha Ideas

Some stuff I am reading today morning:

New gas finds in Andaman (OP)

How US is eating Trump’s tariffs (Reuters)

E20 fuel may trigger insurance disputes (MC)

Sector: REITs (Rediff)

Stock Talk: Tata Motors (FE)

Q2 FY2026 Letter to Investors (Solidarity)

Most investments are bad (Lyn Alden)

The downsides of real estate investments (Flowfp)

Thread: 2000 Years of Indian Economic History (Amish Tripathi)

Two kinds of Luck (Seth Godin)